Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]

AdvisoryWorld, a leading software provider for financial advisors, announced that Advisor Proposal Generator, the Company’s interactive proposal tool, now features Monte Carlo simulation as comprehensive fee […]

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]

Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]

Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]